show episodes
 
Join the Mad Fientist as he interviews personal-finance icons like Mr. Money Mustache, Ramit Sethi, and JL Collins to discover the strategies they used to achieve financial independence and retire early! Learn about investing, tax avoidance, entrepreneurship, travel hacking, real estate, and all things related to financial independence and early retirement!
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The Small Business Tax Savings Podcast is designed specifically for small business owners. We focus on tax savings and ways to have a financially sound back bone to your small business. Our goal is to have you paying the least amount in taxes as legally possible.Hosted by by Mike Jesowshek, CPA, this is a quick hitting podcast aimed to get you important information without all the fluff. You can find episodes, blog posts, information on our software TaxElm and more on our website: www.TaxSav ...
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Why We Plan

John Brown

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Chaque mois
 
A podcast for advisors to business owners who want to help their clients plan for a successful future, both inside and outside the business. We discuss topics including succession planning, exit planning, ESOPs, business continuity planning, building transferable value, family transfers, third-party transfers, buy-sell agreements, the due diligence process, estate planning, valuation process, tax minimization, building a stronger next-level management team, and much more.
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36 Chambers of Taxes

Jamaal "Crypto J" Solomon

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Chaque semaine+
 
I bomb atomically, Socrates' philosophies and hypotheses Can't define how I be droppin' these mockeries Lyrically perform armed robbery Flee with the lottery, possibly they spotted me - Triumph, Song by Wu-Tang Clan Welcome to the 36 Chamber of Taxes! Lets be honest, listening to taxes is as boring as it gets. However, you can't be taken seriously about wealth building if you disregard learning about tax resolution and minimization strategies. Our goal is to creatively share the tax knowledg ...
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Insights Now

Dr. David Kelly, J.P. Morgan Asset Management

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Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, where he sits down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics and their investment implications to help inform building stronger investment plans for the long-term.
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Each episode of the Excellent International Executive podcast will provide case studies, strategies, tactics, and examples from seasoned global leaders. The Excellent International Executive podcast is produced to support your leadership development. Subscribe today to learn about top global leaders and how they navigated the complexity of the global market. Your host is Dr. Katrina Burrus. She is the First Master Certified Coach from the International Coach Federation in Switzerland and fou ...
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Welcome to How to Retire on Time, a show that answers your questions about all things retirement, including income, taxes, Social Security, healthcare, and more. This show is an extension of the book How to Retire on Time, which you can grab today on Amazon or by going to www.howtoretireontime.com. This show is intended for those within 10 years of their target retirement date or for those are are currently retired and are concerned about their ability to stay retired.
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How do business owners and CEOs increase their profits, increase efficiency and reduce the amount of time they spend within the business, all while growing their net worth for eventual sale and exit? Our mission is to answer this question and unlock the secrets to success in the world of business transition planning. Welcome to Elevate Your Business - a podcast where we discuss valuable but sophistricated and complex growth and exit strategies - and make them easy to understand. Join us as w ...
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Freedom To Retire

Jim Cipriotti

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Welcome to the Freedom to Retire podcast with host and financial advisor Jim Cipriotti! Join us as we explore the intricacies of retirement preparedness with Jim, a seasoned advisor from Retire Ready Financial Group. In each episode, Jim delves into essential retirement topics, analyzes current trends, and imparts invaluable tips to fortify your journey towards retirement with confidence. Join Jim as he covers key principles for attaining financial security, aiding you in crafting the envisi ...
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What if you decided that mediocre was no longer an option? What if you decided that TODAY is your day to stop waiting for permission to pursue the life of your dreams? This IS your wake-up call to disrupt your default life & get you on the path to Greatness! It is often said that you should be working ON your business, not IN your business. Your money must serve you, not the other way around. If you're enjoying significant success in your current ventures, how about bringing it to the next l ...
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“Hey Mike, if I were to get into one of these DSTs, how would I get out?” Discover the various ways you can get into a DST and your various strategies on transitioning your assets, tax efficiently, to other investments or products. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.…
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Hey Mike, why do you recommend active management for IRAs and Roths and passive management for TOD accounts? Discover why you may want to manage your qualified accounts differently than your non-qualified accounts when it comes to growth strategies. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis…
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“Hey Mike, I just read your Kiplinger Article titled Five Ways to Lower Your Risk in Retirement that was published this morning. I want growth and protection, but I’m concerned about not having enough liquidity. How do you find the right balance?” Discover why it’s hard to design a portfolio and determine how much protection you should have without…
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"I’m 55 and planning to retire early. What do I need to be aware of to try to decrease the amount of taxes I have to pay?" We're answering YOUR questions on this week's Get Ready For The Future Show! Can you retire comfortably at 60 with $1M? What are the benefits of a spousal IRA? I’m worried about a recession. Am I too risky right now? And if you…
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“Hey Mike, how much do you need to comfortably retire?” Discover the nuance of trying to figure out if you can afford to retire. Hint, it’s more than a dollar amount in your accounts. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.Par Kedrec LLC
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Jim Cipriotti from Retire Ready Financial Group emphasizes the significance of shifting investments to those tailored for retirement, providing insights into various investment alternatives. He discusses the dangers of depending solely on 401(k) investments and underscores the importance of exploring other accounts that provide monthly income. Addi…
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Send us a text Imagine offsetting your W-2 income with tax deductions from a side business like renting out heavy machinery or solar panels. Join us as we bust the myth that tax savings are only for entrepreneurs and explore practical strategies that can benefit anyone. From leveraging charitable tax deductions to investing in tax-advantaged opport…
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Watch the video version on YouTube. 2020 and 2021 were banner years for the private equity market as fiscal and monetary stimulus boosted fundraising, deal and exit activity. More recently, however, macro uncertainty and higher interest rates have put a damper on the asset class, which is highly dependent on leverage. Still, better-than-expected ec…
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This episode covers various financial topics related to personal finance, wealth management, and investment strategies. Chad discusses the importance of planning for retirement, including strategies for turning retirement savings into a reliable income source. He delves into umbrella insurance. How much do you need? How much does it cost? Inflation…
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“Hey Mike, I’m working with two financial advisors right now. They always seem to contradict each other. Is that normal?” Discover how to navigate the confusing opinions of financial professionals so you can proceed with a plan that is right for you. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysi…
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Send us a text Have you ever wondered how to maximize your tax deductions while staying on the right side of the IRS? In this episode, Mike Jesowshek provides an in-depth guide on over 30 tax write-offs and strategies that can save businesses thousands of dollars. He emphasizes the importance of understanding pre-tax versus after-tax spending, the …
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Jim Cipriotti addresses the current economic climate and the effects of inflation on retirement planning. He recommends managing your finances by seeking higher interest rates for short-term savings and making informed investment choices. Additionally, he highlights the necessity of preparing for retirement costs and aligning retirement funds with …
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In 2021, I decided to stop doing annual updates. At that time, I thought I had FI figured out and was just living a “normal” life (so no need to talk about it anymore). Well, a lot has changed since then. Turns out, I didn’t have everything figured out :/ I explain more in today’s short podcast episode!…
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"My wife and I both have pensions. Can we do anything now to minimize the tax burden in retirement?" We're answering YOUR questions on this week's Get Ready For The Future Show! At what age should one start to consider Roth conversions from retirement accounts? How should we invest if interest rates fall? Is it wise to save up enough cash to pay fo…
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“Hey Mike, I’m concerned the market will crash soon. What do you recommend people do before a market crash?” The answer may surprise you. Discover unconventional ways to prepare for a potential market crash. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.…
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In this week's Fastest Four, Scott's diving into a recent survey about how Americans are approaching their Social Security benefits: Why 3 out of 4 Americans understand delayed benefits but only 1 in 10 plan to wait The most popular age for claiming Social Security (hint: it's not what you think!) Top reasons people are claiming early - including f…
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Watch the video version on YouTube. So far, this U.S. election cycle has been nothing short of turbulent and a looming source of volatility for much of this year. With the summer now behind us and November quickly approaching, investors should more seriously consider the implications of the upcoming election, and the opportunities and risks that ma…
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This episode focuses on various financial topics discussed by certified financial planner Chad Burton. He covers updates on the stock market, including the performance of different indexes and the potential impact of NVIDIA's earnings report. Additionally, Burton delves into the proposed tax reforms by Vice President Harris, highlighting the potent…
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“Hey Mike, I read your Kiplinger article about Social Security optimization, but am unclear when I should file. I plan to retire at 62 and intend to file for Social Security when I retire. Should I change when I file?” Mike has a saying: "If you file too early, your income could be hurting; if you file too late, you could be hurting your estate." L…
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In this episode of "Elevate Your Business," Adam welcomes John Aman, Partner at B2BCFO and a 30+ year veteran in the financial services industry. Specializing in lower and middle-market privately held companies with revenues ranging from $2 million to $60 million, John shares his expertise on how CFOs analyze financials to drive profit growth. Adam…
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Send us a text For more in-depth guidance, visit www.prosperlcpacom To become a client go to https://membership.markperlbergcpa.com/apply Can the right tax strategist transform your financial future? Join us as we uncover the essential steps to finding a competent tax planner who can navigate the complexities of your finances—from real estate to in…
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Send us a text Mike Jesowshek shares how he saved a small business owner over $15,000 in taxes in just 12 months. Mike breaks down the practical strategies implemented, including changing the business entity structure, maximizing home office and vehicle deductions, strategically categorizing business expenses, and more! Learn how these strategies l…
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“Hey Mike, I’m 67 years old and am concerned about required minimum distributions. I don’t want to be forced into paying too much in taxes. Most of my assets are in my Traditional IRA, but I don’t need them; I live off my pension and Social Security. What should I do?” Text your questions to 913-363-1234. Request Your Wealth Analysis today by going…
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“Hey Mike, you’ve spoken about DSTs, but only at a high level. Can you give a more detailed answer, sharing exactly what they are, how they work, and the process it takes to sell a property, defer the taxes, and move the funds into a DST?” For anyone who has rental income property and wants to be free of the burden of tenants, toilets, and trash bu…
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“Hey Mike, I am 45 years old and recently decided that I’m done with work and want to retire at 50. Most of my assets are in my 401k, though. What can I do?” Listen to understand the pros and cons of retiring at an earlier age and what it might take to accomplish you goals. Text your questions to 913-363-1234. Request Your Wealth Analysis today by …
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"This is a touchy one." In today's episode, Mike describes why he almost never recommends variable annuities but is willing to articulate when one could make sense. Variable annuities are one of the more complicated insurance products out there, so listen for more clarity on what annuities are, when they make sense, and which type could be right fo…
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"I’m 61 and trying to figure out the right Social Security strategy for me. What should I do to get the most out of it?" We're answering YOUR questions on this week's Get Ready For The Future Show! With mortgage rates coming down, is now the right time to buy a house? Can you help me figure out if I need an annuity? How should we allocate the inher…
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In today's episode, Mike shares what it means to "create a retirement plan designed to last longer than you." This is not done through buying an annuity and turning on a guaranteed-for-life income. Discover various ways to structure your portfolio as you prepare for, enter, or maintain your retirement. The key phrase is "Plan Efficient Growth Portf…
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In today's episode, Mike discusses term life insurance, when it makes sense for the beginning of your retirement, and when it does not make sense for any part of your retirement. Explore other alternatives to term life insurance. Remember, life insurance is NOT an investment and should not be treated as such. Text your questions to 913-363-1234 Req…
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What is a yield curve? How is it connected to recessions and stock market performance? And what does any of this mean for YOU? Scott's breaking it all down in this week's Fastest Four Minutes in Finance! For charts and more episode information, visit: https://getreadyforthefuture.com/yield-curve-inversion-recession-indicator-or-bull-market-signal/…
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Jim explains the significance of taking tax brackets into account during inheritance planning and recommends transitioning to a Roth account as a strategy to potentially reduce tax liabilities. Catch Freedom To Retire with Jim Cipriotti, powered by Retire Ready Financial Group every Saturday at 9:00 AM and Sunday at 5:00 PM ET on WPHT. For more inf…
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Send us a text Can traditional CPAs really optimize your tax savings, or are they leaving money on the table? This episode of our podcast takes you through the untapped potential of strategic tax planning specifically tailored for real estate investors and entrepreneurs. We dissect the common pitfalls and misconceptions that plague the industry—lik…
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Watch the video version on YouTube. In this episode: The classic 60/40 stock-bond allocation has long been the accepted stalwart portfolio strategy. Currently, however, higher inflation has made the protection typically offered by the negative correlation between stocks and bonds less certain. Equity risk premiums are low, and interest rate volatil…
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In today's episode, Mike discusses the various ways in which interest rates going down could affect the market. He also breaks down how interest rates affect younger and older investors differently. Discover how to take advantage of higher interest rates as you create a retirement plan that's designed to last longer than you™. Text your questions t…
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This episode focuses on various financial topics, including market updates, identity theft protection, and planning for long-term care costs. Certified financial planner, Chad Burton, discusses the current market trends, such as the performance of different ETFs and the impact of interest rates on bond investments. He also delves into the importanc…
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Send us a text Business owners are now facing a new reporting requirement called Beneficial Ownership Information (BOI) reporting. In this episode, Christina from Tax Bandits provides a comprehensive guide on BOI reporting, explaining what it is, who needs to file, how to file, and the potential penalties for non-compliance. Christina shares practi…
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"Money goes where money can grow" In today's episode, Mike talks value funds. What are they? Do they still provide a lot of value? Listen to Mike identify what made value funds great decades ago, and how their offer in today's market has evolved since then. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealth…
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